The Practical Guide to AI Governance in CPA Firms

AI governance is already happening in your firm. It just may not be clear, consistent or working the way you think.

Most CPA firms aren’t starting from zero with AI governance. Decisions are already being made every day about what tools to use, what data is acceptable and who gets to approve what. The problem is those decisions are often informal, inconsistent and hard to scale.

That creates a familiar pattern: Some staff avoid AI altogether, others move ahead without clear guardrails, and leadership is left managing risk without full visibility.

This guide is designed to bring clarity to that reality.

Inside the guide, you’ll learn:

Why AI governance breaks down in most firms and how informal decisions create inconsistent usage and hidden risk
The six key decisions every CPA firm needs to make to bring clarity to AI usage
How to define who can use AI, for what work and with which tools without creating bottlenecks
Where to draw clear boundaries around data usage while still enabling practical adoption
How to balance speed, adoption and oversight so AI improves efficiency instead of adding complexity